September 06, 2026
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-9650 |
|
Added support for the Xerox device integration. See Xerox device integration for more information. |
| BMB-10056 |
|
Added substitution variables to report the number of signatures detected and the confidence percentage for each signature after a document has passed through a Detect Signature workflow stencil. |
| BMB-10245 |
|
Fixed an issue that caused adaptive extraction to fail in workflows when a tenant was not in the default region. |
| BMB-10269 |
|
Updated the password expiry warning message for the German browser language. |
| BMB-10488 |
|
Updated default user settings to avoid tenants being locked out when SSO is enabled and not configured correctly. |
| BMB-10610 |
|
Fixed an issue where the FileBound workflow stencil ignored the Workflow Route setting in the configuration. |
| BMB-10774 |
|
CloudFAX Integration: Fixed an issue where searching for a contact in a contact list added a duplicate entry to the list. |
| BMB-10777 |
|
Fixed an issue where the drop-down list for cascading fields was not displayed correctly in some cases. |
| BMB-10782 |
|
Fixed an issue that caused an error to occur when scrolling through the Work Items list in some cases. |
May 17, 2026
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-9660 |
|
Added a Failure Folder in the Importer settings for IMAP and Office 365 Importers. |
| BMB-10315 |
|
The download action is now a top-level button on the Toolbar. |
April 12, 2026
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-8996 |
|
Added support for the Xerox device integration. |
| BMB-9736 |
|
FTP connections are now validated when configuring the FTP workflow stencil rather than when a job is processed through the stencil. |
| BMB-9958 |
|
Fixed an issue where social security number PII detection only worked if the social security number had dashes. |
| BMB-10019 |
|
Fax and email importers will now retry on connection or authorization errors and be disabled for other types of errors. |
| BMB-10034 |
|
Added an 'Include Email Body' check box in the configuration for email importers and the Microsoft Office 365 importer. When selected, the body of the body of the email to be processed. |
February 22, 2026
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-8429 |
|
Added an 'Opacity' option to the Options tab in the Document Stamp stencil. This option allows you to specify whether the stamp is opaque or transparent when it is applied. |
| BMB-9380 |
|
Added a 'Merge attachments' check box in the configuration for email importers and the Microsoft Office 365 importer. When selected, multiple attachments will be converted into a single PDF before entering the workflow. |
| BMB-9415 |
|
CloudFAX Integration: Fixed an issue that caused an error to occur when exporting a large number of outbound faxes. |
| BMB-9458 |
|
CloudFAX Integration: Added support for downloading extremely large faxes (1000+ pages). |
| BMB-9670 |
|
Added support for line items in the Adaptive Extraction workflow stencil. Note: The machine AI learning model has a practical output limit of around 2,500 words after system overhead. If results from a document exceed this size, line items appearing after the limit will be truncated and excluded from the return. |
| Reference Number | Type | Description |
|---|---|---|
| BMB-1982 |
|
HP Workpath App: Added the ability to print documents from MyFiles. |
| BMB-3030 |
|
Updated Mobile Capture libraries to latest release. |
| BMB-3122 |
|
Added new machine learning driven document classification and data extraction features to the product called Learned Automation. An advanced license is required. See Learned automation for more information. |
| BMB-3178 |
|
Settings: Data Dictionary can now be filtered by which workflow the field was referenced in. |
| BMB-3318 |
|
An Administrator will now have to accept Terms of Service in order to use the product. |
| BMB-3409 |
|
Data Dictionary fields actively used in Learned Automation stencils cannot be deleted. |
| Reference Number | Type | Description |
|---|---|---|
| BMB-1982 |
|
HP Workpath App: Added the ability to print documents from MyFiles. |
| BMB-3030 |
|
Updated Mobile Capture libraries to latest release. |
| BMB-3122 |
|
Added new machine learning driven document classification and data extraction features to the product called Learned Automation. An advanced license is required. See Learned automation for more information. |
| BMB-3178 |
|
Settings: Data Dictionary can now be filtered by which workflow the field was referenced in. |
| BMB-3318 |
|
An Administrator will now have to accept Terms of Service in order to use the product. |
| BMB-3409 |
|
Data Dictionary fields actively used in Learned Automation stencils cannot be deleted. |
| Reference Number | Type | Description |
|---|---|---|
| BMB-1523 |
|
Settings: Users can now be filtered by Name or Email. |
| BMB-2335 |
|
Added support for Annotations in the Document Preview Window. See Annotations for more information. |
| BMB-3116 |
|
Settings: Data Dictionary can now be filtered by Name or Display Name. |
| BMB-3117 |
|
Settings: Data Dictionary can now be filtered by Data Field Type. |
| BMB-3118 |
|
Settings: Workflows can now be filtered by Name. |
| Reference Number | Type | Description |
|---|---|---|
| BMB-3040 |
|
Added a Set Data Fields workflow stencil which updates data field values as part of the workflow. See Set Data Fields stencil for more information. |
| BMB-2673 |
|
CloudFAX integration - Added a date filter for inbound faxes. |
| BMB-2719 |
|
Users that are assigned to a role with the Receive Subscription Usage Notification permission will now receive a notification email when their tenant page usage exceeds 50%, 80%, and 90% of the available page count. |
| BMB-2794 |
|
Improved the processing speed of barcode extraction stencil in workflow processing. |
| BMB-2944 |
|
The help button now provides a single point of access for self-service and customer support directly within Intelligent Capture. |
| BMB-2952 |
|
Add a Generate QR Code for mobile scanning button that allows users to scan a QR code with their mobile device in order to quickly access the mobile application for document scanning. |
| BMB-2974 |
|
Added data field validation for date type data fields. |
| BMB-2762 |
|
Added an Allow users to unselect this field (set to blank) check box to the list type data field configuration. When selected, a blank option will be included in the selection list. |
| BMB-2784 |
|
CloudFAX integration - Improved the error message that is displayed in Send Fax when an attached file type is not supported. |
| BMB-2674 |
|
The user interface for grid filtering now includes labels and a search button. |
| BMB-2729 |
|
CloudFAX integration - Users can now export items from Inbound Faxes. |
| BMB-2731 |
|
CloudFAX integration - Added a Notification Email option to the Options tab in Send Fax. |
| BMB-2789 |
|
Fixed an issue where users were prompted with a message that contained two Cancel buttons when canceling a Work Item. |
| BMB-2796 |
|
CloudFAX integration - Send Fax now loads with the cursor in the Recipients box. |
| BMB-2294 |
|
Added search filters for Serial Number, Name, and Tag on the Devices page . |
| BMB-2683 |
|
Administrators can now enable/disable importers. |
| BMB-2684 |
|
Last Failure, Last Failure Error, Last Success, Total Processing Failures, Total Documents Imported, and Current Status columns have been added for importers. |
| BMB-2685 |
|
If an importer has failed more than 10 times consecutively, the importer will now be disabled. |
| BMB-2688 |
|
Line Item totaling is now supported in the Line Items Panel. |
| BMB-2294 |
|
Added search filters for Serial Number, Name, and Tag on the Devices page . |
| BMB-2683 |
|
Administrators can now enable/disable importers. |
| BMB-2684 |
|
Last Failure, Last Failure Error, Last Success, Total Processing Failures, Total Documents Imported, and Current Status columns have been added for importers. |
| BMB-2685 |
|
If an importer has failed more than 10 times consecutively, the importer will now be disabled. |
| BMB-2688 |
|
Line Item totaling is now supported in the Line Items Panel. |
| BMB-2602 |
|
Updated the user interface for the HP Workpath App. |
| BMB-2628 |
|
Added limited support for a Cascading Options data field type which allows the configuration of selection dependent drop-down menus. See Configure a cascading options data field for more information. |
| BMB-471 |
|
Added more information about the substitution options that are available for individual fields inside the Administration menus. |
| BMB-1090 |
|
Field information that was identified during the classify and extract process is now re-located correctly after documents pages are added, moved, or deleted. |
| BMB-2249 |
|
Added the ability to print documents from OneDrive in the HP Workpath App. |
| BMB-2317 |
|
Added the ability to sign in to the HP Workpath App using a regular username and password form. |
| BMB-2482 |
|
Added the ability to scan documents to MyFiles. See MyFiles for more information. |
| BMB-2500 |
|
Added the ability to specify a document name when scanning. |
| BMB-2515 |
|
Added the ability to use a web camera to capture documents. See Capture documents for more information. |
| BMB-2516 |
|
Updated the HP Workpath App UI to reflect global Upland Software design requirements. |
| BMB-2519 |
|
Made a number of minor changes to the list field type to improve the user experience. |
| BMB-2638 |
|
Added a Required (Not Blank) validation option for data fields. |
| BMB-2337 |
|
Added support for exporting documents to FTP. See FTP stencil for more information. |
| BMB-2486 |
|
Added a new data field substitution value: FileBoundDeliveryID. This is a unique identifier for a document and can be used to link document metadata with line item metadata. |
| BMB-2505 |
|
Increased the expiration time of the reset password link in new user welcome messages to 24 hours. |
| BMB-2166 |
|
Added the ability to search Work Items using data fields and reference data. |
| BMB-2279 |
|
Added the ability to prompt users for configured fields in the HP Workpath App. |
| BMB-2336 |
|
Added support for exporting documents to Amazon S3. See AWS S3 stencil for more information. |
| BMB-2397
BMB-2398
BMB-2399 BMB-2400 |
|
Added a fax preview window in the InterFAX integration. |
| BMB-2424 |
|
Added a visual indicator to data fields that support data field substitution. See Data field substitution for more information. |
| BMB-2485 |
|
Added support for routing sheet creation from the OneDrive widget. See Generate a routing sheet for more information. |
| BMB-2501 |
|
Added Project Name, Route, Step, and Due Date to the detailed information in the FileBound Assigned Items widget. |
| BMB-2502 |
|
Added the ability to select the OCR language for the OCR workflow stencil. See OCR stencil for more information. |
| BMB-1215 |
|
The same field focus is now maintained when switching from document grid view to tree view. |
| BMB-1302 BMB-2386 BMB-2388 |
|
Added a formatting configuration to text type data fields. Rules can be created to automatically apply specific formatting to field values when they meet specified conditions. See Add formatting to a text field for more information. |
| BMB-2226 |
|
Added a Mobile allow select from Photos role permission which allows control of whether users can upload documents from the camera roll in Mobile Capture. See Permissions for more information. |
| BMB-2261 |
|
Improved the visual design of the OneDrive widget. |
| BMB-2262 |
|
Added the ability to right-click in the File Tree to open the Actions menu. |
| BMB-2264 |
|
Updated the Convert Document(s) window so file formats appear in three columns. |
| BMB-2266 |
|
Added the ability to copy from the InterFAX integration to MyFiles. |
| BMB-2267 |
|
Added the ability to copy from the FileBound integration to MyFiles. |
| BMB-2274 |
|
Added a Set as default option for Mobile Capture filters. |
| BMB-2323 |
|
Added better handling for duplicate document names when copying documents to OneDrive. |
| BMB-2396 |
|
Updated the Intelligent Capture logo in the header. |
| BMB-2282 |
|
Added Capture User Interface for HP WorkPath. Availability is subject to publication in the HP WorkPath Portal. |
| BMB-2286 |
|
When adding a new widget to the home screen, the cursor will start in the search widget box. |
| BMB-2217 |
|
Added options to Convert Document Type and Submit to Workflow to My Files and Home Screen Widgets. See My Files for more information. |
| BMB-2268 |
|
Added role permissions to allow users to convert document types. See Permissions for more information. |
| BMB-2263 |
|
Improved the work items details interface to create distinct information tabs for Details, Fields, and the Journal. |
| BMB-2265 |
|
Added Microsoft OneDrive integration. Users can now copy documents and work items to Microsoft OneDrive folders. See Integrations for more information. |
| BMB-2316 |
|
Added the ability to convert OneDrive documents and automatically copy the new format back to OneDrive. See Integrations for more information. |
| BMB-2112 |
|
Added support for exporting from a workflow to NetDocuments. See NetDocuments stencil for more information. |
| BMB-2160 |
|
Added an 'Only display documents submitted by the logged in user' option to the User Action Stencil. When selected, users will only see documents in the step that they have added to Intelligent Capture. See User Action stencil for more information. |
| BMB-2162 |
|
Work Items can now be filtered by any defined data field. |
| BMB-2165 |
|
Export Stencil Failure response messages can now be saved to a data field. See View export stencil failure messages for more information. |
| BMB-2179 |
|
Documentation has been updated to include the REST API endpoint information for the Export to API stencil. See API stencil for more information. |
| BMB-2198 |
|
Simplified the UI for session expiration warnings. |
| BMB-2207 |
|
Added an option to change the Document Name in the workflow Email export stencil. See Email stencil for more information. |
| BMB-858 |
|
Administrators can now cancel in-process work items from Work Items. See Work Items for more information. |
| BMB-1832 |
|
Fixed an issue with localization of date/time fields that sometimes caused dates to be displayed a day ahead or behind. |
| BMB-1923 |
|
Added Home screen Widget, Documents Processed By User and Workflow, which gives process managers the ability to track how many items were completed by each user in each workflow. See Widgets for more information. |
| BMB-1924 |
|
Added Home screen Widget, Documents Processed by Workflow Step, which gives process managers the ability to track how many items were completed for each step of a workflow. See Widgets for more information. |
| BMB-1925 |
|
Added Home screen Widget, Documents Processed by Workflow, which gives process managers the ability to track how many total items were processed in a workflow. See Widgets for more information. |
| BMB-1986 |
|
Added a 'Clear' filter to Mobile Capture which removes the background of a captured document, but retains color where appropriate. |
| BMB-1987 |
|
Added a 'Remove shadows' filter to Intelligent Capture which removes any shadows cast on a captured document. |
| BMB-2040 |
|
Improved the UI experience for cases when a user does not have sufficient role permissions to login to Intelligent Capture. |
| BMB-2042 |
|
Removed the Password option from the Profile Menu for users that log in via SSO. |
| BMB-2090 |
|
The original document name is now used when resubmitting to a workflow or sending to fax from Work Items. |
| BMB-2111 |
|
Added a Barcodes stencil to support barcode data extraction. See Barcodes stencil for more information. |
| BMB-2163 |
|
Columns can be added to Work Items for any defined data field. |
| BMB-2164 |
|
Split the Done concept in workflows into Succeeded and Failed. Existing customer workflows will not be updated, but any Done steps will be displayed as Succeeded. Users are able to filter on this status in Work Items. |
| BMB-1712 |
|
Added an Expression field type to the Data Dictionary. |
| BMB-1857 |
|
Added additional settings for scan formatting in Mobile Capture. |
| BMB-1906 |
|
Added support for single sign-on. |
| BMB-1975 |
|
Added new Export to API export stencil, which allows a desktop agent to download documents from a specified workflow step. |
| BMB-1985 |
|
Added an option to apply image processing selection to all pages in Mobile Capture. |
| BMB-1993 |
|
Added automatic user lockout after six consecutive failed login attempts. |
| BMB-2002 |
|
Updated the UI to reflect global Upland Software design requirements. |
| BMB-2063 |
|
Reduced the auto-zoom on forms extraction found fields by 50% so that information in the surrounding area of the document can be viewed more easily. |
| BMB-1749 |
|
Updated the Tenant 12 Month Page Count dashboard widget to a gauge chart that displays the total number of pages processed vs. the total page count available. |
| BMB-1843 |
|
The same user can now have access to multiple tenants and will be prompted to select which tenant to sign in to. |
| BMB-1853 |
|
Added the ability to expand the Navigation Menu to show both icons and menu item descriptions. |
| BMB-1920 |
|
Submit to workflow actions will now prompt for data fields if prompts are configured in the Start stencil. |
| BMB-1934 |
|
| BMB-1654 |
|
Added the ability to index documents in Mobile Capture. |
| BMB-1679 |
|
Added the ability to include custom tooltips for alerts configured on User Action stencils. |
| BMB-1730 |
|
Added the ability to access document properties from the Document Panel. |
| BMB-1795 |
|
Added support for AccuRoute mobile scanning. |
| BMB-1836 |
|
| BMB-500 |
|
Added the ability to select multiple documents in the Document Panel by holding down the CTRL key. |
| BMB-1322 |
|
Added the ability to handle concurrency where multiple users are members of the same step. |
| BMB-1602 |
|
Added support for importing .doc, .docx, .xls, .xlsx, .ppt, .pptx, .txt, .rtf, .jpg, .jpeg, .gif, .png, and .bmp file types. |
| BMB-1607 |
|
Added DOC (OCR Text), DOCX (OCR Text), JPG (Image, Single Page), PDF/A, PDF/A (Image+OCR Text), PDF/A (OCR Text), RTF (OCR Text), TIFF, TXT (OCR Text), XLS (OCR Text), and XLSX (OCR Text) delivery formats to the Email and SharePoint Online workflow stencils. |
| BMB-1613 |
|
Added an Alerts tab to User Action workflow stencils where thresholds can be set. Work Items and widgets on the Home Page reflect coloring according to the set thresholds. |
| BMB-1618 |
|
Added a "Loading" message to the Tenant 12 Month Page Count Widget to indicate that it is working, but not yet loaded. |
| BMB-1622 |
|
Added a '[Workflow Name]' Items widget to the Home Page. |
| BMB-1626 |
|
Added the ability to configure which roles can submit documents to a workflow. |
| BMB-1640 |
|
Added the ability to submit to a workflow from MyFiles. |
| BMB-1686 |
|
UI modifications for better visibility and useability. |
| BMB-1700 |
|
Added Mobile Capture. |
| BMB-1708 |
|
Updated the FileBound/CSV mapping UI for lookup data fields. |
| BMB-657 |
|
Added the ability to select a FileBound workflow route for documents to be sent down when configuring the FileBound workflow stencil. |
| BMB-799 |
|
Added an option to the Toolbar to generate barcode routing sheets that route to workflows. |
| BMB-806 |
|
Added a Fax export stencil to send documents to an InterFAX account. |
| BMB-854 |
|
Added the ability to download documents from Work Items. |
| BMB-1225 |
|
Added the ability to generate a barcode routing sheet that routes documents to MyFiles. |
| BMB-1271 |
|
Added a Toggle connection labels option to the workflow designer which allows labels on workflow connection lines to be turned off. |
| BMB-1290 |
|
Added a Home Page to the Navigation Menu. The Home page contains customizable widgets. |
| BMB-1323 |
|
Added the ability to use rubber band selecting to add multiple lines to line items. |
| BMB-1366 |
|
Added a Remove All option to User Action workflow stencil tabs. |
| BMB-1373 |
|
Added the ability to sort each step in the Document Tree Grid View. |
| BMB-1539 |
|
Added InterFAX and FileBound integrations. |
| BMB-1599 |
|
Added Send Fax under an Add Content Navigation Menu item to allow faxes to be sent directly from Intelligent Capture. |
| BMB-1604 |
|
Added MyFiles. |